Manager, Client Accounting & Advisory Services

Overview:

Wiss is seeking to add a Manager to its Client Accounting Advisory Services (CAAS) team with a multi-family office concentration. Wiss's fully integrated Family Office strategy provides a diverse array of service offerings to support high/ultra-high net worth clients. This position will reside in our Florham Park, NJ office with hybrid work arrangement.



Core Responsibilities:

• Oversee and manage day-to-day financial operations for high net worth individual and entity clients, ensuring accuracy, timeliness, and compliance.


• Serve as a primary point of contact for clients, delivering high-touch service and building long-term relationships.


• Review and approve bill payments, check runs, and wire transfers, maintaining strong internal controls and cash management practices.


• Supervise the preparation and review of bank, brokerage, and credit card reconciliations.
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